June 12-13, 2019 • Hotel Nikko • San Francisco, CA
M&A Symposium Faculty
Managing Principal, Morrissey Goodale
For over twenty five years, Mick has been advising architecture, engineering, planning and environmental consulting firms. Prior to co-founding Morrissey Goodale LLC, Mick served as Director of Strategic Growth for PBS&J, one of the nation’s leading EA firms. For a decade before that he developed and led the premier management consulting business serving the AEP & Environmental Consulting industry. Mick speaks regularly on the topics of strategic planning, mergers and acquisitions, organization structure and leadership development and transition.
Nick Belitz, CVA
Principal, Morrissey Goodale
Nick heads Morrissey Goodale’s merger and acquisition practice, and is also involved in the firm’s sell-side engagements, financial advisory, and strategic business planning projects. His expertise lies in financial analysis, forecasting, reporting, deal structure and strategic business analysis. Previously, Nick worked as an analyst for Encana Oil & Gas. Prior to that, he developed and oversaw construction of light industrial projects in the Western United States while at Ascendant Development Corporation.
George E. Christodoulo
Partner, Lawson & Weitzen, LLP
George E. Christodoulo is a corporate lawyer who has spent over forty years in private practice. He has extensive experience in providing legal services to a/e/c firms on a national basis, with an emphasis on ownership transition, mergers and acquisitions, fiduciary duties of directors, professional licensure and termination of principals. He has completed over 200 transactions among AEC firms in the US and Canada, representing both buyers and sellers.
David M. Sullivan, Jr., CPA
Partner, DiCicco, Gulman & Company LLP
David is a partner in the firm’s commercial business group and has approximately 30 years of experience providing audit and advisory services to closely-held and family-owned businesses in a variety of industries. David co-leads DGC’s Architecture & Engineering practice and represents firms across the country. He and his team have advised on over 100 M&A transactions of AE & environmental consulting firms.
M&A Symposium Panelists (more panelists to be added soon)
Chairman & CEO, Salas O’Brien
Darin has led Salas O’Brien to over 2000% growth since 2006 with revenue exceeding $110 million today. Under Darin’s leadership, Salas O’Brien’s growth strategy has included multiple acquisitions, and the firm has been on the Inc. 5000 list of the fastest-growing private U.S. companies for the last six years. Today, Salas O’Brien designs projects exceeding $3 billion in construction cost through 550 team members, including 110 registered professionals, in 19 offices.
President, Strategy Driver, Inc.
For more than 25 years, Ellen has represented the Architecture, Environmental Planning and Engineering consulting industry to broaden their client markets with a big picture approach while implementing strategic programs that translate into business growth. Ellen has served as in-house Regional Operations Director, Strategy Officer, and Development Director for several established industry leading firms prior to incorporating Strategy Driver, Inc. in 2005. In addition to consulting on merger & acquisitions to ensure cultural and integration success goals, Ellen facilitates strategic planning and high stakes sea level rise, flood and water forums on behalf of public and private organizations.
VP Strategy and Corporate Development, CONSOR Engineers, LLC
Erik recently joined CONSOR Engineers as Vice President of Strategy and Corporate Development. His primary responsibility is to lead the acquisition efforts as the company continues to pursue an aggressive growth strategy across the nation, but he is also intimately involved in all facets of post-merger integration as well. Formerly with Keystone Capital, the private equity sponsor behind CONSOR, Erik played an integral role in bringing together the four engineering firms that have joined forces to create CONSOR, which is now a full-service transportation engineering firm with 650+ employees operating in 25 states. Erik’s transition over to CONSOR full-time not only illustrates Keystone’s commitment to continue building CONSOR for the long-term, but also a recognition of the incredible growth opportunity that exists in this industry.
Chief Administrative Officer, NV5 Global, Inc.
In her role as CAO, Ms. O’Brien has been involved in the successful integration of over 30 acquisitions for NV5 Global – one of the fastest growing firms in the AEC industry. Prior to her current role as CAO, Ms. O’Brien was a founding member of NV5 and was instrumental in the company’s initial public offering in March of 2013. Ms. O’Brien is a member of NV5’s Board. She brings over thirty years of experience in human resources and administration in the engineering and consulting engineering industry. Ms. O’Brien earned a Bachelor’s Degree in Communications and Business Economics from the University of California at San Diego.
Vice President, Director of Mergers & Acquisitions, TRC
Stella is a CPA and has nearly 20 years of progressive financial management experience with both private and public companies. As VP, Director of M&A, she is charged with overseeing TRC’s M&A activities including pipeline management, directing a dedicated M&A team from HR, IT, Finance & Accounting, Legal, Real Estate and Operations in the execution of initial and confirmatory due diligence efforts, as well as post-transaction transition and integration. TRC is a leading national technology-enabled engineering, consulting, and project management firm with more than $950M in gross revenue and near 5,000 employees in over 140 locations across the US, UK, Canada, and China.
Projects Director, BST Global
Eddie has spent the past 20 years focused on systems development, implementation and integration. Eddie joined BST Global in 2006 and has helped define BST’s project delivery methods focusing on efficient and predictable results for software implementation and system integration projects. In addition to Eddie’s project delivery oversight and leadership responsibilities, he often acts as a direct project manager on system and data integration projects supporting the success of corporate mergers for both acquired and acquiring firms.
Director of Mergers and Acquisitions, Terracon
In her roles with Terracon – one of the most prolific and successful acquirers in the industry– Kristi has led the successful integration of dozens of mergers and acquisitions. Kristi is an experienced and accomplished HR and paralegal professional with designations from the Society for Human Resource Management (SHRM) and HR Certification Institute. Terracon is a 100 percent employee-owned consulting engineering firm specializing in environmental, facilities, geotechnical, and materials services with more than 4,000 employees and 140 offices nationwide.
Director, Acquisitions, Stantec
Chris is a Professional Engineer that works on the Corporate Development team at Stantec and has been involved in over 45 acquisitions since joining the organization in 2010. Chris’ focus is on the front-end of transaction identification, negotiation, and due diligence management through the closing of the transaction. Chris earned a bachelor’s degree in Civil Engineering and an MBA specializing in Finance from the University of Alberta.
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EARLY BIRD PRICING
Through May 13 ……… $895
After May 13 ………. $1095
Your registration fee includes the welcome reception on June 12th, the full day of events and materials on June 13th, as well as breakfast, lunch, and a post-conference cocktail reception. Attendance is limited to 75 registrants.
"I found the presented content relevant, specific and supported by real data. I also found value in the real life stories of the afternoon panels. The one-day format and ample networking time was well done."
Dan Holte, Chief Development Officer
Braun Intertec Corporation (ENR #120)
"The Western States Symposium was very well organized and provided very valuable information. It provided panel discussions for potential selling firms and potential acquiring firms and several networking times. It was time well spent."
Robert Beccard, President
Aqua Engineering, Fort Collins, CO
"The overview of M&A Trends and presentations on Deal Pricing and Valuations, Deal Structuring and Deal Closing were excellent. They provided great detail while still being entertaining. Excellent speakers!"
John Carrato, President and CEO
Alfred Benesch & Company (ENR #129)
"Very informative. Authoritative and experienced speakers. Great interactive sessions."
Dan Chandler, President, Managing Principal
OAC Services, Inc., Seattle, WA
"Informative. Great buyer panel. Superior contacts."
Randall O’Dell, President
O’Dell Engineering, Inc., Modesto, CA
“If you are in the market as either a buyer or seller, you need to attend this!”
Gary W. Raba, CEO
Raba Kistner Inc. (ENR #234)
“Program was incredibly informative and full of good information. The social portions of the event were unexpectedly helpful as well.”
Todd Kamisky, President
Mid Pacific Engineering, Inc., West Sacramento, CA
“I was happy to be able to
attend and brush up on my M&A knowledge. Mick and his team did a great job presenting in a collaborative and enjoyable way. Thanks.”
John Marrow, President and CEO
Harris Group, Seattle, WA
“Great comprehensive look at M&A from both the buy and sell side.”
Jay Brader, Senior VP & CFO
LEO A DALY (ENR #91)
“Stellar symposium. A must attend event if you are planning or contemplating a M&A activity.”
Harold “JR” Reddish, President / CEO
S&B Infrastructure, Ltd.
“One of the best seminars I have attended in regards to quality and quantity of useful information shared by experienced presenters and panelists.”
Craig H. Bowie, SVP & CAO
SSOE Group (ENR #105)
"Excellent event. Answered all my questions. Met some knowledgeable industry leaders who provided sincere advice for developing acquisition strategies."
Timothy Nichols, Principal Engineer
What People Say
This symposium exceeded my expectations by not only including experts in the field of M&A, but by also including firms who shared all aspects of their merger or acquisition in panel sessions.Dawn Antonucci Dawn Antonucci, Vice President, Towill, Inc.I thought both the content of the seminar and the quality of the attendees was top-notch.John Kissinger President & CEO, GRAEF (ENR #405)
The Morrissey Goodale symposium was a thorough and detailed presentation into subject of M&A and the options available should an ownership transition be on the horizon. Time well spent from my perspective.Fraser Smith Principal and Co-founder, Mendenhall Smith Structural EngineersBest networking Event I have ever attended. All decision makers of the top firms in our industry.Jim Tull Chief Financial Officer, Crafton Tull (ENR #486)
I thoroughly enjoyed the symposium. It had just the right balance of presentations, panel discussions, and opportunities for networking. The hosts did an excellent job developing and delivering the program.Cortney Brand President/CEO, Leonard Rice EngineersThe symposium was a great opportunity for both the beginner and the veteran M&A professional in the A&E field to get updated on current trends, market activity and the specifics of the deal. I learned a lot.Dina Rochford Principal, Leighton (ENR #374)